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Jessica Daggett

← Customer Feedback for ImportOmatic

My feedback

24 results found

  1. allow to import non-constituent participant records

    31 votes
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    under review  ·  1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 

  2. Partial string 'Replace' transformation

    17 votes
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    4 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Daggett supported this idea  · 

  3. merge

    2 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 
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    Jessica Daggett commented  · 

    I would like to know if this is something Omatic is planning? Currently Merge O Matic finds far more potential duplicates than the native NXT tool so would be curious if you are going to replace your product or discontinue after database view goes away.

  4. Fuzzy text string matching

    15 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Jessica Daggett supported this idea  · 

  5. Advanced address processing screen in the Omatic Cloud is needed

    238 votes
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    planned  ·  20 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett commented  · 

    Do you think you could give us a timeline update? This issue was first flagged more than 3 years ago.

  6. Ability to import gift note

    3 votes
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    1 comment  ·  Omatic Cloud  ·  Admin →
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    Jessica Daggett shared this idea  · 

  7. Email and Phone fields in Duplicate Criteria sets

    29 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Jessica Daggett supported this idea  · 

  8. Ability to review all data being imported

    17 votes
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    1 comment  ·  Omatic Cloud » Blackbaud CRM  ·  Admin →
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    Jessica Daggett supported this idea  · 

  9. Make unmapped fields used in Record Match Search available in Summary Grid View

    17 votes
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    started  ·  1 comment  ·  Omatic Cloud  ·  Admin →
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    Jessica Daggett commented  · 

    YESSSSSS! I LOVE this feature in IOM! It is so easy to review multiple potential matches all at one time, in one quick screen, and see all the key biographic data that might make someone the correct match. You even sort them by match liklihood! The amount of clicking into multiple or 1:1 matches and then having almost no data to compare which one is the correct match is currently a really poor roll-out in Omatic Cloud. Why lose the great functionality you built into IOM?? There should be a standard repository of common fields that we can match on (WITH ability to determine the length - i.e. first 2 characters in first name, first 8 characters of address), even when those fields are not contained in the import file mapping for that particular formula. Could you just please replicate what you have in IOM so that we don't lose functionality by "upgrading" to the Cloud?

    Jessica Daggett supported this idea  · 

  10. Review specific fields that don't match the source destination

    4 votes
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    under review  ·  1 comment  ·  Omatic Cloud » Salesforce  ·  Admin →
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    Jessica Daggett supported this idea  · 

  11. Create static query option using Omatic cloud or connector imports like in Classic imports.

    10 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 

  12. Fuzzy Organization Name Matching

    19 votes
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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 

  13. Advanced Name Processing for Omatic Cloud

    42 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 

  14. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    1 vote
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    0 comments  ·  Omatic Cloud  ·  Admin →
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    Jessica Daggett shared this idea  · 

  15. Don't suppress mailings and emails to surviving record

    1 vote

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    0 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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    Jessica Daggett shared this idea  · 

  16. Add an option to compare conflicting bio information.

    6 votes

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    2 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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    Jessica Daggett supported this idea  · 

  17. Allow opening two constituents side by side

    17 votes

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    0 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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    Jessica Daggett supported this idea  · 

  18. Move old phone number to next sequantial number

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Jessica Daggett supported this idea  · 

  19. Increased Email Import Capabilities

    44 votes
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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 

  20. Allow matching on fuzzy address formats

    139 votes
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    under review  ·  9 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Jessica Daggett supported this idea  · 
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